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Kyle Reidhead (Kyle Reidhead | Milk Road) explains why he agrees with David Hoffman in the short term and disagrees in the long term: "David's article: Ethereum is going to be great, but ETH won't be any good. I disagree with that. But I agree with it in the...

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The Rollup

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22,839 görüntüleme • 1 ay önce •via X (Twitter)

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$ETH is not a short-term trade, it’s a long-term macro opportunity. It’s great to see $ETH close to its all time highs, but trust me, this is just the beginning. $ETH is a decade-long opportunity and you’re still early.
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$ETH is not a short-term trade, it’s a long-term macro opportunity. It’s great to see $ETH close to its all time highs, but trust me, this is just the beginning. $ETH is a decade-long opportunity and you’re still early.

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The XRP Ledger has done it right to not distribute XRP into circulation via the consensus. Setting it up for long term stability with short term distribution challenges. Opposite to Bitcoin. It uses PoW to also distribute the supply into circulation. This makes BTC very expensive with long term challenges but with the short term supply distribution advantage. Because distribution is only a short term challenge, long term stability is always the better choice. The next years for Bitcoin will be very interesting as they need to address challenges they got but prioritizing the short term advantages.

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Peter Thiel: Think of the future on three horizons “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. Very short term is: Are you going to be happy and will you be learning a lot? Very long term is: Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel would recalibrate it to: “Focus on some combination of short term and long term. And forget about the medium term.”
1:01

Peter Thiel: Think of the future on three horizons “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. Very short term is: Are you going to be happy and will you be learning a lot? Very long term is: Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel would recalibrate it to: “Focus on some combination of short term and long term. And forget about the medium term.”

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Peter Thiel on how to think about the future “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows: 1. Short term = Are you going to be happy and will you be learning a lot? 2. Medium term = How good is it on your resume? 3. Long term = Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel recommends recalibrating it to: “Focus on some combination of short term and long term. And forget about the medium term.” Video source: Radical Discourse (2014)
1:06

Peter Thiel on how to think about the future “What you end up doing when you think of the future as indefinite is you pick a job that will be good on your resume because it will then lead to a different job later on.” Instead of viewing the future as indefinite, Thiel suggests that the students in the audience think of the future on three horizons: short term, medium term, and long term. And he defines them as follows: 1. Short term = Are you going to be happy and will you be learning a lot? 2. Medium term = How good is it on your resume? 3. Long term = Are you working on something important or meaningful? “I think we are in a skewed world where we overweight the medium term, and we underweight some combination of the short term and the long term.” Thiel recommends recalibrating it to: “Focus on some combination of short term and long term. And forget about the medium term.” Video source: Radical Discourse (2014)

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#Ethereum is back at its key bear market breakout zone, retesting the $1,700–$2,100 range. Short term, expect chop. But long term, $ETH tends to catch up fast once the Fed pivots and global liquidity turns. I’m still holding, nothing has changed for me.

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Ethereum doubled blob capacity with the Pectra upgrade. But is it enough? Or is it just a short-term fix? In our latest Hot Takes, we brought together BREAD | ∑:, Toghrul Maharramov 🇺🇦, and porter | ZKsync ∎ with our hosts Naruto11.eth, Rishi to unpack it all. Here’s BREAD | ∑:’s take👇
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Ethereum doubled blob capacity with the Pectra upgrade. But is it enough? Or is it just a short-term fix? In our latest Hot Takes, we brought together BREAD | ∑:, Toghrul Maharramov 🇺🇦, and porter | ZKsync ∎ with our hosts Naruto11.eth, Rishi to unpack it all. Here’s BREAD | ∑:’s take👇

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